FPFS
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First Personal Financial Services’s Workday WDAY Stock Holding History

First Personal Financial Services’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-163
Closed -$34K – 762
2019
Q2 		$34K Hold
163
– – 0.01% 339
2019
Q1 		$31K Sell
163
-100
-38% -$18.2K 0.01% 345
2018
Q4 		$42K Buy
263
+100
+61% +$14.2K 0.01% 282
2018
Q3 		$24K Buy
163
+36
+28% +$5K 0.01% 386
2018
Q2 		$15K Sell
127
-660
-84% -$84.5K 0.01% 440
2018
Q1 		$100K Sell
787
-437
-36% -$53.5K 0.02% 305
2017
Q4 		$125K Buy
1,224
+167
+16% +$17.8K 0.02% 303
2017
Q3 		$111K Hold
1,057
– – 0.02% 303
2017
Q2 		$103K Buy
1,057
+185
+21% +$17.3K 0.02% 313
2017
Q1 		$73K Sell
872
-972
-53% -$80.7K 0.02% 332
2016
Q4 		$122K Buy
+1,844
New +$149K 0.03% 254

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Vanguard Group
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return